Danielle Marie Mcclenahan

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 04/2018
  Sii Investments
  Appleton, WI
• 06/2018 → Present
  Securities America, Inc.
  Appleton, WI
• 06/2018 → Present
  Securities America Advisors
  Appleton, WI
• 04/2018 → 06/2018
  Unemployed
  Appleton, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2018-06-05 → 2024-06-14
  Securities America Advisors, Inc.
  Appleton, WI
  Appleton, WI
• 2010-10-14 → 2018-04-24
  Sii Investments, Inc.
  Appleton, WI
• 2006-03-28 → 2018-04-24
  Investment Centers Of America, Inc.
  Appleton, WI
  Kalispell, MT
  Whitefish, MT

Other Businesses

1, INDEPENDENT FOOD DELIVERY DRIVER POSITION: Independent Delivery Driver NATURE: Independent contractor delivering food for various delivery services. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2018 ADDRESS: 500 E Brewster St, Appleton WI 54911 DESCRIPTION: Independent contractor delivering food for various delivery services, including but not limited to Door Dash, Uber Eats, Grubhub and Instacart. 2. APPLETON ALLIANCE CHURCH POSITION: Volunteer NATURE: Volunteer at Appleton Alliance Church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 2693 Grand Chute Blvd, Appleton WI 54913, United States DESCRIPTION: Volunteer for various church ministries (Women's, Global Connection, Discovery Land/Greenhouse (children's/teen) and overall community outreach. Activities may include hospitality, leading small groups, and administrative tasks. 3. SAA POSITION: Supervision employee NATURE: Series 66 registered person INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/05/2018 ADDRESS: 500 E Brewster St, Appleton WI 54911, United States DESCRIPTION: Employee of OSAIC, SAA; Supervision department.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-21

Other Names

• Danielle Marie Fitchett